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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,053 | $156,398-43.7% | $147,318-40.2% | $138,895-36.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 24.21% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $10,070 | $4,853+107.5% | $4,593+119.3% | $4,194+140.1% |
| Participant deferral / active EE | $5,309 | $8,237-35.6% | $7,906-32.9% | $6,396-17.0% |
| Admin fee / account holder | $719 | $14,976-95.2% | $13,708-94.8% | $12,562-94.3% |